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PalmOne extends world PDA lead

Rival HP down in Q2

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PalmOne may be faring less well than HP in the Western European PDA growth market, but around the world it's well ahead of its rival, the worldwide Q2 figures from market watcher IDC show.

Global mobile device shipments were up sequentially during Q2, by 3.2 per cent, but down 2.2 per cent on the year-ago quarter. That marks a slight improvement over Q1, which saw shipments fall sequentially and year-on-year by 33.1 per cent and 11.7 per cent, respectively.

In total, just over 2.20m units shipped worldwide during Q2. IDC's preliminary figure for Q1 came to just under 2.25m, so it obviously revised down its Q1 total to 2.14m to get that 3.2 per cent growth. IDC may yet revise its Q2 total too.

PalmOne saw shipment rise by only 0.6 per cent year on year, but double-digit sequential growth - it released its Zire 72 and Zire 31 consumer PDAs during the quarter, and may already be winning users who would have turned to Sony had not the Japanese giant said it will pull out of the US and European PDA markets - saw it extend its market share.

HP, by contrast, lost share on the back of an 8.2 per cent drop in shipments between Q2 and Q1 2004. However, it increased shipments 39.2 per cent over Q2 2003, and this week's six-device launch should set the vendor up well for Q3 and Q4.

The star of the show, however, is Medion, which grew its market share on the back of moves to broaden sales of PocketPC-GPS bundles out of its native Germany and into the UK and the Netherlands. Selling product almost exclusively in Europe, Medion was still able to stand alongside PDA vendors addressing global markets.

Sony's shipments fell significantly sequentially and year on year by 14.6 per cent and 33.2 per cent respectively. Dell's shipments were up 4.6 per cent on Q2 2003 but 7.8 per cent down on Q1 2004. ®

Q2 Worldwide PDA Shipments
Rank Vendor Q2 Shipments Q2 Market Share Q1 Market Share
1 PalmOne 924,364 42% 36.1%
2 HP 530,239 24.1% 25.7%
3 Sony 171,513 7.8% 9.3%
4 Dell 145,071 6.6% 7%
5 Medion 90,325 4.1% N/A
  Others 341,461 15.5% 19.7%
  Total 2,202,973    

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